Director of Family Office Operations

A growing multi-family office is seeking an experienced Director of Family Office Operations to support ultra-high-net-worth individuals, founders, and entrepreneurial families. This is a client-facing leadership role responsible for coordinating complex financial, operational, and planning matters across multiple disciplines.

Responsibilities:

• Lead the day-to-day execution of family office services
• Coordinate estate, tax, investment, cash flow, and liquidity planning
• Manage trusts, LLCs, partnerships, and complex entity structures
• Serve as the primary point of contact with CPAs, estate attorneys, investment advisors, bankers, and trustees
• Prepare client presentations and planning materials
• Oversee planning workflows and ensure timely execution
• Proactively identify opportunities and resolve issues for clients

Qualifications:

• 8+ years of experience in a family office, multi-family office, trust company, or UHNW wealth management environment
• Experience working with founder-led or entrepreneurial families
• Strong knowledge of estate planning, tax coordination, investments, trusts, and entity management
• Highly organized with excellent communication and project management skills
• CFP, CPA, CFA, or JD is a plus, but not required